> ## Documentation Index
> Fetch the complete documentation index at: https://docs.presenton.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Data Reports Using AI

> Step-by-step guide to generating company sales reports from a CSV file

In this tutorial, we will generate detailed, multi-slide sales data reports for multiple companies using a self-hosted Presenton's API and a Python script.

This tutorial extends [Generate a PPT via API in 5 Minutes](./generate-presentation-over-api) and shows you how to automate the creation of structured sales reports from a CSV file using Python.

So, do check it before continuing with this and make sure you have Presenton running locally or on any server, and you are able to generate presentations with it.

***

## 1. Prepare Your CSV File

Save your sales data as `sales_data.csv`:

```csv theme={null}
Company,Month,Region,Total Sales,Product A Sales,Product B Sales,Product C Sales,Quarter Target Achieved,Top Sales Rep,New Clients,Client Churn Rate,Growth vs Last Quarter,Marketing Spend,Customer Satisfaction,Notable Events
AcmeCorp,2024-03,North,98000,45000,37000,16000,Yes,Sarah Dee,13,2%,5.5%,11500,8.9,"Launched B2B platform"
AcmeCorp,2024-03,South,76800,30000,39000,7800,Yes,John Lee,9,3%,4.5%,9200,8.3,"New partnership established"
BetaBiz,2024-03,West,82000,22000,47000,13000,No,Monica Tai,7,4%,-1.0%,10900,7.3,"Ad campaign underperformed"
BetaBiz,2024-03,East,94500,40000,41000,13500,Yes,Derek Shah,11,2.2%,7.2%,12400,8.6,"Exceeded upsell targets"
ZenithLtd,2024-03,Central,101300,38000,51200,12000,Yes,Rita Ganesh,14,1.1%,9.6%,13800,9.2,"Record-high client retention"
ZenithLtd,2024-03,East,85450,25000,47000,13450,No,Marcus Bell,8,3.8%,-2.8%,10100,7.9,"Sales dip in Product C"
GammaInc,2024-03,North,91200,39000,43000,9200,Yes,Emily Jones,10,1.5%,6.2%,11800,8.8,"Employee incentive program"
GammaInc,2024-03,Sales Ops,79000,31000,39000,9000,No,David Yu,6,5.5%,-3.2%,8700,7.1,"System migration delayed"
```

***

## 2. Install Python Requirements

You’ll need the `requests` and `pandas` libraries:

```bash theme={null}
pip install requests pandas
```

***

## 3. Write the Python Script

Let’s build the script step by step.

### a. Import Libraries

```python theme={null}
import os
import pandas as pd
import requests
```

### b. Create reports directory

```python theme={null}
os.makedirs('reports', exist_ok=True)
```

### c. Load the CSV

```python theme={null}
df = pd.read_csv("sales_data.csv")
```

### d. Group Data by Company

```python theme={null}
company_groups = df.groupby("Company")
```

### e. Define a Function to Build the Prompt

```python theme={null}
def build_prompt(company, group):
    """
    Build a markdown prompt with data summary, chart instructions, and slide structure.
    """
    summary = []
    regions = group['Region'].unique()
    total_sales = group['Total Sales'].sum()
    total_clients = group['New Clients'].sum()
    churn = group['Client Churn Rate'].mean()
    satisfaction = group['Customer Satisfaction'].mean()
    growth = group['Growth vs Last Quarter'].mean()
    marketing = group['Marketing Spend'].sum()
    notable = "; ".join(group['Notable Events'].unique())

    # Markdown-structured prompt
    prompt = f"""
## Sales Report for {company}

### 1. Executive Summary
- Total sales: **${total_sales:,.0f}**
- Average client churn: **{churn:.2f}%**
- Customer satisfaction: **{satisfaction:.2f}/10**
- Notable events: _{notable}_

### 2. Regional Performance
**Bar Chart:** Regional Total Sales

| Region | Sales |
|---|---|
"""    
    for region in regions:
        reg_sales = group[group['Region'] == region]['Total Sales'].sum()
        prompt += f"| {region} | ${reg_sales:,.0f} |\n"

    prompt += """

### 3. Product Performance
**Bar Chart:** Sales by Product per Region

| Region | Product A | Product B | Product C |
|---|---|---|---|
"""
    for region in regions:
        gr = group[group['Region'] == region]
        a = gr['Product A Sales'].sum()
        b = gr['Product B Sales'].sum()
        c = gr['Product C Sales'].sum()
        prompt += f"| {region} | ${a:,.0f} | ${b:,.0f} | ${c:,.0f} |\n"

    prompt += f"""

### 4. Key Metrics & Trends
- Aggregate new clients this month: **{total_clients}**
- Mean growth vs last quarter: **{growth:.2f}%**
- Total marketing spend: **${marketing:,.0f}**

### 5. Top Performers
| Region | Top Sales Rep | New Clients |
|---|---|---|
"""
    for region in regions:
        gr = group[group['Region'] == region]
        rep = gr['Top Sales Rep'].iloc[0]
        clients = gr['New Clients'].iloc[0]
        prompt += f"| {region} | {rep} | {clients} |\n"

    prompt += """

---

**Instructions:**
- Create 1 slide per section (5 total).
- Use clean, professional visuals.
- For charts, display the specified bar chart with given data.
- Use summary bullet points before every chart or table for clarity.
**Do exactly as in said here.**
"""

    return prompt
```

### f. Loop Over Each Company and Generate a Report

```python theme={null}
for company, group in company_groups:
    print(f"Generating report for {company}")
    content = build_prompt(company, group)
    data = {
        "content": content,
        "n_slides": "5",
        "language": "English",
        "template": "general",
        "export_as": "pdf"
    }
    response = requests.post(
        "https://api.presenton.ai/api/v1/ppt/presentation/generate",
        data=data,
        headers={"Authorization": "Bearer sk-presenton-xxxxx"}
    )
    if response.ok:
        result = response.json()
        print("Downloading report...")
        download_url = f"{result['path']}"
        filename = f"reports/{company}_Sales_Report.pdf"
        file_response = requests.get(
            download_url,
            headers={"Authorization": "Bearer sk-presenton-xxxxx"}
        )
        if file_response.ok:
            with open(filename, 'wb') as f:
                f.write(file_response.content)
            print(f"Report for {company} saved as {filename}")
        else:
            print(f"Failed to download report for {company}: {file_response.status_code}")
    else:
        print(f"Failed to generate report for {company}: {response.text}")
```

Generated reports will be saved in the `reports` directory.

***

Download complete code from [github](https://github.com/presenton/examples/tree/main/create-data-reports-using-ai).

***

## 4. Run the Script

Save your script as `generate_sales_reports.py` and run:

```bash theme={null}
python generate_sales_reports.py
```

Each company will get a detailed, multi-slide sales report, and you’ll see the download path for each file in your terminal.

***

## 5. How It Works

* The script reads and groups your CSV by company.
* It builds a well-structured markdown prompt for Presenton’s API (see [API Reference](./generate-presentation-over-api)).
* It sends a POST request to generate a report for each company.
* The API returns a download path for each generated PDF.
* The file is downloaded and saved in the `reports` folder.

***

## 6. Next Steps

* You can further customize the prompt or number of slides as needed.
* For more on API options, see [Generate a PPT via API in 5 Minutes](./generate-presentation-over-api).
* To edit created presentation you can follow  [Edit Custom Presentation Using API](edit-custom-presentation-using-api).
* For advanced configuration (for example, using Ollama or GPU), see [Environment Variables](../configurations/environment-variables), [Using GPU](../configurations/using-gpu), and [Using Ollama Models](../configurations/using-ollama-models).

<Info>
  Need help? See the [full documentation](./index) or open an issue on GitHub.
</Info>